Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49346.06 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45284.85 Kr¶
PnL: ---------------------------------------> 228.85 Kr¶
DD now: ---------------------------------> -7.105 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:58:51.721729'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.390000 | 1683.900000 | 214.900000 | 14.630000 | 1468.999998 |
| Sedana Medical | 93 | 4.340000 | 2680.260000 | 159.260000 | 6.320000 | 2521.000011 |
| Orrön Energy | 180 | 5.690000 | 2173.500000 | 130.500000 | 6.390000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.600000 | 994.800000 | 33.800000 | 3.520000 | 960.999996 |
| Sagax B | 4 | 1.940000 | 883.600000 | 29.600000 | 3.470000 | 854.000000 |
| Atrium Ljungberg B | 5 | 1.100000 | 963.000000 | 28.000000 | 2.990000 | 935.000000 |
| Catena | 2 | 1.940000 | 818.800000 | 26.800000 | 3.380000 | 792.000000 |
| Sagax A | 4 | 2.330000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Hexatronic Group | 12 | 1.640000 | 984.000000 | 17.000000 | 1.760000 | 966.999996 |
| JM | 6 | 0.270000 | 880.200000 | 16.200000 | 1.880000 | 864.000000 |
| Gränges | 9 | 1.450000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| BioGaia B | 8 | 0.340000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Byggmax Group | 33 | 0.690000 | 959.640000 | 3.640000 | 0.380000 | 956.000001 |
| Biotage | 7 | 0.070000 | 943.600000 | 2.600000 | 0.280000 | 940.999997 |
| Bilia A | 8 | 0.270000 | 902.400000 | 2.400000 | 0.270000 | 900.000000 |
| EQT | 4 | 0.720000 | 834.000000 | 2.000000 | 0.240000 | 832.000000 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| HEXPOL B | 9 | -0.880000 | 1018.800000 | -2.200000 | -0.220000 | 1020.999996 |
| ASSA ABLOY B | 3 | -0.270000 | 773.700000 | -5.300000 | -0.680000 | 779.000001 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| OX2 | 13 | 0.140000 | 941.850000 | -8.150000 | -0.860000 | 949.999999 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.300000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| VEF | 909 | 0.500000 | 1827.090000 | -22.910000 | -1.240000 | 1850.000436 |
| SKF B | 5 | -1.800000 | 915.250000 | -24.750000 | -2.630000 | 940.000000 |
| Addnode Group B | 11 | -1.160000 | 891.000000 | -30.000000 | -3.260000 | 921.000003 |
| Latour B | 4 | 0.290000 | 820.400000 | -36.600000 | -4.270000 | 857.000000 |
| Vitec Software Group B | 2 | 0.670000 | 1049.000000 | -38.000000 | -3.500000 | 1087.000000 |
| Indutrade | 5 | 1.460000 | 1178.000000 | -40.000000 | -3.280000 | 1218.000000 |
| Bufab | 3 | -0.230000 | 1050.600000 | -58.400000 | -5.270000 | 1109.000001 |
| Hexagon B | 26 | 0.270000 | 3399.500000 | -61.500000 | -1.780000 | 3461.000010 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.360000 | 1373.520000 | -85.480000 | -5.860000 | 1458.999989 |
| TOTAL | 45277.360000 | 221.360000 | -7.11927% | 45056.000411 |
Updated:¶
'2023-07-04 09:58:27.074702'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
